I spoke with someone on reddit and they are getting the same bitrates. But they say it looks "OK" on their monitor. Well it now looks crap on a 65" TV. It's easy to check using ALT-CTL-SHIFT-D for Diagnostics and ALT-CTL-SHIFT-S for available bitrates and CDNs.
Netflix was great when you could watch most movies at 1080P, now so many of them are 480P with 1000-1500kbps. Looks great on a phone or tablet. Can people not notice the difference between 1080p with 4 times the bitrate/bandwidth vs 480p on a large TV?
It is because they are implementing per title optimisation. I found this is from the Netflix blog
netflixtechblog.com/per-title-encode-optimization-7e99442b62a2?gi=eb7ba4c79d6dThis is how it used to be

Looks like I'm gonna be stuck with it. Time to start watching on a tablet. But hey think of how much cheaper it is for them to host and deliver content now.